Recent Articles

Yes, the top 1 pct do pay their fair share in income taxes

Posted on April 29, 2015

If you do the math, you’ll find that these 3 million Americans were responsible for contributing approximately $644 billion in tax revenue in 2014.

Finding Value in Declining Commodity Prices

Posted on April 28, 2015

Amazingly enough, precious metals are the best-performing commodities sub-sector so far this year, having collectively lost 2.5 percent.

Skin-in-the-game investing: Why it matters

Posted on March 15, 2015

“Why is the fund good enough for me but not good enough for them?”

China just crossed a landmark threshold

Posted on February 9, 2015

Many are already likening the new Silk Road undertaking to the Marshall Plan

Currency wars heat up as central banks race to cut rates

Posted on February 2, 2015

“The U.S. seems to be the only country right now that doesn’t mind having a strong currency.”

Epic price reversal for commodities in 2014

Posted on December 30, 2014

Whereas total returns for the S&P 500 Index and 10-Year Treasury bond stayed relatively stable throughout the year, commodities and the U.S. dollar both made an incredible about-face starting around late June, early July.

Solar energy powers silver demand to record high

Posted on November 24, 2014

For the first time, in fact, silver demand in the fabrication of solar panels is set to outpace photography, if it hasn’t already done so.

New jobs data: America off the mat, ready for the next round

Posted on October 22, 2014

The recession hit us hard, but like any iron-willed prizefighter, we rose off the mat, ready for the next round.

Did you see that opportunity when the markets corrected last week?

Posted on October 13, 2014

The dollar is significantly overbought relative to crude oil. The dollar is up almost two standard deviations, crude oil down almost one standard deviation.

Making the case for Lucara Diamond

Posted on August 30, 2014

Let’s talk diamonds for a change.

Knowing where you are in the market's cycle

Posted on August 16, 2014

Elon Musk says the lessons of history would suggest that civilizations move in cycles.

Three Gorges Dam described in superlatives

Posted on August 16, 2014

Comprehending China's massive infrastructure build.

Domestic and Indian gold rally points to a strong second half

Posted on July 20, 2014

Data points going back 35 years confirm the probability of gold gaining strength in the second half

2014 commodities halftime report

Posted on July 14, 2014

What a difference six months can make.

Gold investors: Let this cycle be your guide

Posted on June 22, 2014

History indicates good times are ahead.

From Constantinople to Istanbul, Turkey has never been better

Posted on June 2, 2014

Every time he travels to Turkey, portfolio manager of our Emerging Europe Fund (EUROX), Tim Steinle, says the country continues to develop.

It’s morning in India: Narendra Modi’s pro-business policies point to strong sectors growth

Posted on June 1, 2014

Sworn in on Tuesday, Modi’s pro-business, small-government policies have already prompted many citizens of the world to liken him to such transformative leaders as Reagan and Margaret Thatcher.

Why energy is catching the market’s eye

Posted on April 21, 2014

Value stocks rarely outpace the market as much as growth stocks do.

What’s abuzz about gold?

Posted on April 8, 2014

The mission of the Asia Mining Club is to promote education among its members, and one way to achieve this is by hearing from experts in the financial markets, notably those focused on resources and commodities.

Four areas revved up for a resource boom

Posted on April 6, 2014

A diversified selection of commodity stocks is key.

What’s the game changer for gold?

Posted on February 12, 2014

At the beginning of Bernanke’s reign, the Fed’s assets were $834.6 billion. Now, the balance sheet has grown to $4.1 trillion, a previously inconceivable size.

Why the recent lift in junior miners will likely continue

Posted on January 28, 2014

Junior venture companies in Canada are finally seeing a significant lift.

Gold stocks: What to expect in the new year

Posted on January 7, 2014

After three years of pain, can gold stocks break their losing streak and see a gain in 2014? History says chances are good.

One of the most notable stories of the year: Energy Renaissance in the USA

Posted on December 18, 2013

Only a few years ago, we were contemplating the supply constraints facing the petroleum industry … now, with the disruptive technology in shale oil and gas, we may be looking forward to decades of drilling.

From the Taj Mahal to Westminster Abbey: Notes from a global investor

Posted on December 2, 2013

What I am thankful for.

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